Workflow Guide: Membership: Recurring
Note: Recurring payments are handled by a different system, called MoonClerk, outside Squarespace.
Donations are stored separately from registration orders in the SqSp Commerce area. The name of the fund appears under the amount There are fewer options for managing donations. But you can export them in .csv format.
With donor and donation detail.
Monthly Memberships (automatically recurring) are handled by a different system. The form looks similar but the process is little different. First, we give the options for donation amount and collect mailing address and phone numbers. Note: There is no "Join our mailing list" checkbox on this form since members need to be subscribed to the list.
Monthly Membership checkout form collects just name, email, and card info.
A confirmation email is sent to the donor confirming the payment plan. This email is not a receipt for payment. It includes a link to manage their plan at MoonClerk.
A separate confirmation email is sent to the donor for the payment, which serves as a receipt. This email goes out after each successful payment. It includes a link to manage their plan at MoonClerk.
Notification that a monthly membership plan has been created is sent to email@example.com. It includes plan details and should be forwarded to the membership and ML Manager, to add them to the list
Notification that a monthly membership payment has been made is sent to firstname.lastname@example.org, whenever a payment is made. It includes plan details.
Collect User Input
Example: Support: Membership
Donation Form: Monthly
- Choose amount, add mailing address and phone (not required)
- Secure payment form
"Join mailing list" checkbox
None. Members need to be subscribed to the list since the list doubles as the members database.
Process the Membership: Recurring
Receive Confirmation Email
- From: Mountain Rain Zen Community <email@example.com>
- Subject line: Mountain Rain Zen Community: Thank You (Membership Payment Receipt)
Includes: Message, amount, link to manage recurring plan
Note: Messsage can be edited but must work for ALL recurring donations
MOONCLERK ACCOUNT EMAIL
Receive Notification Email
- From: MoonClerk <firstname.lastname@example.org>
- Subject line: Successful Payment of $---.00 CAD
Includes: Donor name, address, phone, payment and plan info
More detailed info is at Moonclerk > Payments
- Donations can be exported to a spreadsheet (.csv)
- Notes can be kept on donations
MAILCHIMP & MAILING LIST MANAGER
When a plan is created, that email needs to be forwarded to the Mailing List Manager.
- Support forwards Notification email to ML Manager
- ML Manager copies user info into main MRZC Mailing List and adds them temporarily to the Transfer-In Group/Segment
- ML Manager send new member(s) special welcome email
- ML Manager moves user to the Members Group, under Membership Status